“...Total transparency in the relationship between the client and professionals is fundamental...”
Essentia is a dedicated centre designed with the capacity to meet the organizational needs of families, including the identification and realization of their strategic objectives.
The human factor is fundamental to the advisory process; therefore, it is crucial for Essentia to listen and understand the family’s needs. Only then can we assume the role of advisor in the administration of the family’s wealth.
Essentia offers a type of advice which embraces all the necessary aspects for a proper functional reorganization of the family’s affairs.
Thanks to its network of experts, Essentia is able to answer the varied and specific needs of its clients and deliver worldwide project management services on a global scale.
“...Banks and other financial institution are chosen based on their core competencies, free from third parties interests...”
Essentia facilitates access to an international network of banking services. The selection criteria will be determined based on the most appropriate jurisdiction and the experience in the local market of each bank.
Using Essentia as the single point of contact to manage banking relationships, the client avoids administrative overload and permits taking advantage of the benefits of one international relationship, in which the information is coordinated and integrated in the investment process.
“...Assisting the client on strategic situations in conjunction with day-to-day business matters...”.
Our client’s business directly affects the family and private capital dynamics. A deep understanding of the client’s private situation helps us align personal and business objectives in unison by assisting the client on strategic issues as well as in day-to-day business matters.
Our competent advisors coordinate the company exit strategy, internationalization or relocation process focusing solely on the best interests of our clients. Strong accountability and governance allow us to provide a comprehensive range of advice and support for the day-to-day business: accounting, tax declaration, company set up and winding-up are just few of the services offered on a global basis.
“For philanthropists of the past, charity was often a matter of simply giving money away. For the philanthrocapitalists – the new generation of billionaires who are reshaping the way they give - it's like business...”.
(Philanthrocapitalism by Matthew Bishop and Michael Green)
Philanthropy undertaken with the intention of generating a beneficial social or environmental impact is not enough in today’s world. Philanthrocapitalists today consider themselves as social investors who are driven more by measuring the impact of their engagement and maintaining its sustainability rather than just stopping at charity.
A series of key points should be analyzed from the beginning, such as the mission and vision of the client, the staffing, the infrastructure and the governance of the non-profit structure. It is very important to establish objective parameters in order to evaluate the performance of the project and the social impact of meeting the determined goals.
